Parallel Advisors, LLC Reduced Holdings in Q1 2025

Parallel Advisors, LLC

  • $4.31 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WF
Woori Financial Group Inc.

Financial Services
-258
- 1.72%
$31.09 - $35.8 $8.02K - $9.24K
14.7K $491K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-80
- 2.67%
$73.71 - $87.55 $5.9K - $7K
2.91K $253K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-148
- 0.37%
$44.72 - $46.25 $6.62K - $6.85K
40K $1.84M
CVLT
Commvault Systems Inc

Technology
-23
- 0.89%
$146.82 - $187.9 $3.38K - $4.32K
2.56K $414K
ICL
Icl Group Ltd.

Basic Materials
-931
- 2.31%
$4.96 - $6.45 $4.62K - $6K
39.4K $224K
VEEV
Veeva Systems Inc

Healthcare
-2
- 0.17%
$210.58 - $246.8 $421 - $494
1.18K $273K
G
Genpact LTD

Technology
-116
- 2.62%
$42.88 - $55.54 $4.97K - $6.44K
4.31K $217K
YINN
Direxion Shs ETF Tr

ETFs
-1.53K
- 22.64%
$23.11 - $52.34 $35.3K - $80K
5.22K $216K
EFG
Msci Eafe Growth ETF

ETFs
-45
- 0.55%
$96.1 - $106.37 $4.32K - $4.79K
8.11K $817K
NVS
Novartis Ag

Healthcare
-1.59K
- 11.0%
$97.14 - $115.57 $154K - $183K
12.8K $1.43M
LNC
Lincoln National Corp

Financial Services
-2
- 0.02%
$30.06 - $39.23 $60.1 - $78.5
8.27K $296K
MFG
Mizuho Financial Group Inc

Financial Services
-73
- 0.13%
$4.83 - $6.04 $353 - $441
57.8K $318K
RGLD
Royal Gold Inc

Basic Materials
-358
- 11.64%
$132.55 - $163.51 $47.5K - $58.5K
2.72K $444K
WSO
Watsco Inc

Industrials
-1
- 0.07%
$463.86 - $530.75 $464 - $531
1.37K $698K
ESLT
Elbit Systems LTD

Industrials
-200
- 19.76%
$261.47 - $413.0 $52.3K - $82.6K
812 $311K
BRO
Brown & Brown, Inc.

Financial Services
-30
- 1.23%
$100.54 - $124.4 $3.02K - $3.73K
2.41K $299K
IMO
Imperial Oil LTD

Energy
-308
- 4.52%
$62.41 - $73.34 $19.2K - $22.6K
6.51K $471K
WMB
Williams Companies, Inc.

Energy
-338
- 2.69%
$54.02 - $61.09 $18.3K - $20.6K
12.2K $731K
XYL
Xylem Inc.

Industrials
-955
- 1.99%
$114.02 - $132.04 $109K - $126K
47.1K $5.63M
AEM
Agnico Eagle Mines LTD

Basic Materials
-5
- 0.29%
$79.66 - $108.41 $398 - $542
1.73K $187K
GHC
Graham Holdings CO

Consumer Defensive
-1
- 0.15%
$854.34 - $983.77 $854 - $984
650 $619K
GWRE
Guidewire Software, Inc.

Technology
-119
- 2.87%
$166.74 - $218.22 $19.8K - $26K
4.03K $754K
OTIS
Otis Worldwide Corp

Industrials
-456
- 4.69%
$90.77 - $104.01 $41.4K - $47.4K
9.27K $956K
WEC
Wec Energy Group, Inc.

Utilities
-202
- 3.88%
$92.12 - $108.98 $18.6K - $22K
5.01K $545K
AKRO
Akero Therapeutics, Inc.

Healthcare
-370
- 6.68%
$21.87 - $57.56 $8.09K - $21.3K
5.17K $220K
AFL
Aflac Inc

Financial Services
-23
- 0.25%
$100.99 - $111.19 $2.32K - $2.56K
9.19K $1.02M
TRV
Travelers Companies, Inc.

Financial Services
-366
- 5.22%
$232.43 - $265.13 $85.1K - $97K
6.65K $1.76M
CHKP
Check Point Software Technologies LTD

Technology
-95
- 4.29%
$179.88 - $231.31 $17.1K - $22K
2.12K $483K
SAP
Sap Se

Technology
-270
- 4.15%
$241.4 - $293.69 $65.2K - $79.3K
6.24K $1.67M
VEU
Vanguard Ftse All World Ex Us

ETFs
-197
- 0.83%
$56.51 - $62.98 $11.1K - $12.4K
23.6K $1.44M
AON
Aon PLC

Financial Services
-19
- 0.86%
$348.44 - $409.32 $6.62K - $7.78K
2.2K $879K
YUM
Yum Brands Inc

Consumer Cyclical
-138
- 2.75%
$123.25 - $162.53 $17K - $22.4K
4.87K $766K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.14K
- 6.58%
$106.31 - $123.73 $121K - $140K
16.1K $1.99M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-12.6K
- 5.9%
$36.91 - $41.03 $463K - $515K
200K $8.02M
TJX
Tjx Companies Inc

Consumer Cyclical
-67
- 0.05%
$112.81 - $126.16 $7.56K - $8.45K
133K $16.2M
SE
Sea LTD

Consumer Cyclical
-123
- 2.12%
$104.87 - $146.31 $12.9K - $18K
5.69K $742K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.14K
- 3.28%
$33.84 - $37.77 $106K - $119K
92.6K $3.4M
CL
Colgate Palmolive CO

Consumer Defensive
-1.17K
- 1.3%
$85.68 - $97.5 $100K - $114K
88.4K $8.28M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 12.5%
$663000.0 - $801950.0 $663K - $802K
7 $5.59M
CRWD
Crowd Strike Holdings, Inc.

Technology
-251
- 1.12%
$308.86 - $455.36 $77.5K - $114K
22.1K $7.78M
VDE
Vanguard Energy ETF

ETFs
-705
- 2.13%
$119.14 - $132.76 $84K - $93.6K
32.4K $4.16M
RSG
Republic Services, Inc.

Industrials
-35
- 0.91%
$200.09 - $242.16 $7K - $8.48K
3.81K $921K
MO
Altria Group, Inc.

Consumer Defensive
-3.29K
- 7.2%
$50.81 - $60.02 $167K - $197K
42.4K $2.54M
MMM
3 M CO

Industrials
-280
- 2.46%
$129.7 - $155.12 $36.3K - $43.4K
11.1K $1.63M
TIP
Ishares Tr Tips Bd ETF

ETFs
-112
- 0.21%
$106.22 - $111.09 $11.9K - $12.4K
54.3K $6.01M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-9.37K
- 6.14%
$26.71 - $31.58 $250K - $296K
143K $4.38M
SHW
Sherwin Williams CO

Basic Materials
-37
- 0.12%
$330.16 - $365.55 $12.2K - $13.5K
29.9K $10.4M
MNST
Monster Beverage Corp

Consumer Defensive
-2.97K
- 3.29%
$46.16 - $58.58 $137K - $174K
87.3K $5.11M
PGR
Progressive Corp

Financial Services
-224
- 2.16%
$235.61 - $291.22 $52.8K - $65.2K
10.2K $2.87M
Activity Summary
Buys All Purchases 1750 New Holdings 229 Increased Positions 1521 Sells All Sells 1173 Reductions 1165 Sold out 8 Options Calls 6 Puts 2
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